PACIFIC STATES PETROLEUM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU
401k plan membership statisitcs for PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU
Measure | Date | Value |
---|
2022: PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 58 |
Total of all active and inactive participants | 2022-01-01 | 222 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 222 |
Number of participants with account balances | 2022-01-01 | 215 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 20 |
Total of all active and inactive participants | 2021-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 164 |
Number of participants with account balances | 2021-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 21 |
Total of all active and inactive participants | 2020-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 144 |
Number of participants with account balances | 2020-01-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2009: PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 25 |
Number of participants with account balances | 2009-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $737,133 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $381,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $347,405 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,802,889 |
Value of total assets at end of year | 2022-12-31 | $7,052,556 |
Value of total assets at beginning of year | 2022-12-31 | $6,697,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $34,257 |
Total interest from all sources | 2022-12-31 | $6,973 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $271,039 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $271,039 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $804,799 |
Participant contributions at end of year | 2022-12-31 | $110,837 |
Participant contributions at beginning of year | 2022-12-31 | $103,273 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $457,580 |
Other income not declared elsewhere | 2022-12-31 | $175 |
Administrative expenses (other) incurred | 2022-12-31 | $34,257 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $355,341 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,052,556 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,697,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,941,719 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,593,942 |
Interest on participant loans | 2022-12-31 | $6,973 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,343,943 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $540,510 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $347,405 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BPM LLP |
Accountancy firm EIN | 2022-12-31 | 814234542 |
2021 : PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,972,810 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $319,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $288,665 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,080 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,118,320 |
Value of total assets at end of year | 2021-12-31 | $6,697,215 |
Value of total assets at beginning of year | 2021-12-31 | $5,043,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $28,607 |
Total interest from all sources | 2021-12-31 | $6,909 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $403,472 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $403,472 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $739,047 |
Participant contributions at end of year | 2021-12-31 | $103,273 |
Participant contributions at beginning of year | 2021-12-31 | $138,759 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $4,738 |
Other income not declared elsewhere | 2021-12-31 | $429 |
Administrative expenses (other) incurred | 2021-12-31 | $28,607 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,653,458 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,697,215 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,043,757 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,593,942 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,904,998 |
Interest on participant loans | 2021-12-31 | $6,909 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $443,680 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $374,535 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $288,665 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BPM LLP |
Accountancy firm EIN | 2021-12-31 | 814234542 |
2020 : PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,697,803 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $108,390 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $97,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $941,002 |
Value of total assets at end of year | 2020-12-31 | $5,043,757 |
Value of total assets at beginning of year | 2020-12-31 | $3,454,344 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,839 |
Total interest from all sources | 2020-12-31 | $6,487 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $157,939 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $157,939 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $346,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $594,341 |
Participant contributions at end of year | 2020-12-31 | $138,759 |
Participant contributions at beginning of year | 2020-12-31 | $81,760 |
Other income not declared elsewhere | 2020-12-31 | $71 |
Administrative expenses (other) incurred | 2020-12-31 | $10,839 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,589,413 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,043,757 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,454,344 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,904,998 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,372,584 |
Interest on participant loans | 2020-12-31 | $6,487 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $592,304 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $346,661 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $97,551 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BPM LLP |
Accountancy firm EIN | 2020-12-31 | 814234542 |